Civic Intelligence

South Baldwin Educational Foundation Inc.

990 • Fiscal year 2019 • EIN 63-0983840

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 20, 2020

Organization ProfileWWW.SBEF.NET
8343 Bay View DriveFoley, AL 36535

(251) 942-6695

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

28th percentile

-4.6%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$606,487

Down $13,292 (-2.1%) from 2018

Net Assets

Down

$606,487

Down $13,292 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin28th percentile

Revenue

Up

$286,141

Up $53,265 (+23%) from 2018

Expenses

Up

$299,433

Up $31,500 (+12%) from 2018

Net Income

Up

-$13,292

Up $21,765 (+62%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $635,824Liabilities 2011: $0Net Assets 2011: $635,8242011Assets 2012: $629,721Liabilities 2012: $0Net Assets 2012: $629,7212012Assets 2013: $414,705Liabilities 2013: $0Net Assets 2013: $414,7052013Assets 2014: $479,589Liabilities 2014: $0Net Assets 2014: $479,5892014Assets 2015: $450,547Liabilities 2015: $0Net Assets 2015: $450,5472015Assets 2016: $689,852Liabilities 2016: $0Net Assets 2016: $689,8522016Assets 2017: $654,836Liabilities 2017: $0Net Assets 2017: $654,8362017Assets 2018: $619,779Liabilities 2018: $0Net Assets 2018: $619,7792018Assets 2019: $606,487Liabilities 2019: $0Net Assets 2019: $606,4872019Assets 2020: $383,988Liabilities 2020: $0Net Assets 2020: $383,9882020Assets 2021: $620,964Liabilities 2021: $0Net Assets 2021: $620,9642021Assets 2022: $603,378Liabilities 2022: $0Net Assets 2022: $603,3782022Assets 2023: $483,555Liabilities 2023: $0Net Assets 2023: $483,5552023Assets 2024: $296,896Liabilities 2024: $0Net Assets 2024: $296,8962024

Highlighted filing

2019

Assets$606,487
Liabilities$0
Net Assets$606,487
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2011: $325,2012011Expenses 2012: $229,3452012Revenue 2013: $81,690Expenses 2013: $296,706Net Income 2013: -$215,0162013Revenue 2014: $232,631Expenses 2014: $167,747Net Income 2014: $64,8842014Revenue 2015: $478,607Expenses 2015: $507,649Net Income 2015: -$29,0422015Revenue 2016: $255,823Expenses 2016: $16,518Net Income 2016: $239,3052016Revenue 2017: $256,381Expenses 2017: $291,397Net Income 2017: -$35,0162017Revenue 2018: $232,876Expenses 2018: $267,933Net Income 2018: -$35,0572018Revenue 2019: $286,141Expenses 2019: $299,433Net Income 2019: -$13,2922019Revenue 2020: $246,192Expenses 2020: $468,691Net Income 2020: -$222,4992020Revenue 2021: $297,287Expenses 2021: $58,795Net Income 2021: $238,4922021Revenue 2022: $302,814Expenses 2022: $320,400Net Income 2022: -$17,5862022Revenue 2023: $207,102Expenses 2023: $326,925Net Income 2023: -$119,8232023Revenue 2024: $223,944Expenses 2024: $410,603Net Income 2024: -$186,6592024

Highlighted filing

2019

Revenue$286,141
Expenses$299,433
Net Income-$13,292
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 20, 2020
Return Version
2018v3.1
Gross Receipts
$286,141
Mission and Program Overview

Mission

The south baldwin education foundation, inc., is an internal revenue code defined and qualified section 501(c)(3) organization facilitating the award of education scholarships to graduates of foley high school, robertsdale high school, snook christian academy, and gulf shores high school in south baldwin county, alabama.

The south baldwin education foundation, inc, facilitates the award of education scholarships to graduates of foley high school, robertsdale high school, snook christian academy, and gulf shores high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$619,779$606,487▼ $13,292
Rtn Earn Endowment Incm Other Fnds$619,779$606,487▼ $13,292
Total Assets$619,779$606,487▼ $13,292
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$619,779$606,487▼ $13,292
Total Liabilities and Net Assets / Fund Balance$619,779$606,487▼ $13,292
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Terry BurklePresident
Russ MooreVice President
Alicia EarlyDirector
Joyce WoodburnDirector
Lesli FasonDirector
Oswalt LipscombDirector
Jason KozonSecretary
Sue SteigerwaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$284,165
Program Service Revenue
$0
Investment Income
$1,976
Other Revenue
$0
All Other Contributions
$284,140
Change in Net Assets
$-13,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,517
Other Expenses$7,916
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$291,517--$291,517
Office Expenses-$266-$266
Other Expenses-$150-$150
Total Functional Expenses$291,517$7,916$0$299,433
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“An election committee is appointed by the directors of the foundation. The right conferred on committee members is the right to elect directors of the foundation. An election committee is appointed by the directors of the foundation. The right conferred on committee members is the right to elect directors of the foundation.”

Form 990 governing body review Part VI line 11

“The president and treasurer review form 990 prior to filing. The 990 is presented to the entire board at the annual board meeting each september.”

Conflict of interest policy compliance Part VI line 12C

“The written conflict of interest policy and disclosure form is provided to all officers and directors at annual board meeting.”

Governing documents etc available to public Part VI line 19

“The organizations bylaws and conflict of interest policy are available to the public upon the request of the staff. The organization does not have financial statements other than the form 990.”

Filing and Contact Details

Filer

Filer Name
South Baldwin Education Foundation
EIN
63-0983840
Address
8343 BAY VIEW DRIVE, FOLEY, AL 36535

Signing Officer

Name
Terry Burkle
Title
President
Phone
2519426695
Signed
2020-07-20
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Al
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Giles Underwood and Wilson LLC
Address
310 STATE HWY 59 N, Summerdale, AL 36580
Preparer
Katelyn Thigpen CPA
Phone
2519896412
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE SOUTH BALDWIN EDUCATION FOUNDATION, INC, FACILITATES THE AWARD OF EDUCATION SCHOLARSHIPS TO GRADUATES OF FOLEY HIGH SCHOOL, ROBERTSDALE HIGH SCHOOL, SNOOK CHRISTIAN ACADEMY, AND GULF SHORES HIGH SCHOOL.
IRS990/AllOtherContributionsAmt0284140
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0TERRY BURKLE
IRS990/BooksInCareOfDetail/PhoneNum02519426695
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1600
IRS990/BooksInCareOfDetail/USAddress/CityNm0FOLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd036535
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0619779
IRS990/CashNonInterestBearingGrp/EOYAmt0606487
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0284165
IRS990/CYGrantsAndSimilarPaidAmt0291517
IRS990/CYInvestmentIncomeAmt01976
IRS990/CYOtherExpensesAmt07916
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-13292
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0299433
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0286141
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE SOUTH BALDWIN EDUCATION FOUNDATION IS COMPRISED OF APPROXIMATELY 45 SPONSORS INCLUDING BUSINESSES, CIVIC ORGANIZATIONS AND FAMILIES PROVIDING SCHOLARSHIPS RANGING FROM $250 TO $5,000 TO GRADUATING SENIORS FROM FOLEY, GULF SHORES AND ROBERTSDALE PUBLIC SCHOOLS AND SNOOK CHRISTIAN ACADEMY. THIS YEAR, 166 SCHOLARSHIPS WERE AWARDED TO APPROXIMATELY 100 STUDENTS FOR MORE THAN $290,000.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0291517
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0TERRY BURKLE
IRS990/Form990PartVIISectionAGrp/PersonNm1RUSS MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm2SUE STEIGERWALD
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON KOZON
IRS990/Form990PartVIISectionAGrp/PersonNm4LESLI FASON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOYCE WOODBURN
IRS990/Form990PartVIISectionAGrp/PersonNm6ALICIA EARLY
IRS990/Form990PartVIISectionAGrp/PersonNm7OSWALT LIPSCOMB
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0291517
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0291517
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0291517
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0286141
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01976
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01976
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt025
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE SOUTH BALDWIN EDUCATION FOUNDATION, INC, FACILITATES THE AWARD OF EDUCATION SCHOLARSHIPS TO GRADUATES OF FOLEY HIGH SCHOOL, ROBERTSDALE HIGH SCHOOL, SNOOK CHRISTIAN ACADEMY, AND GULF SHORES HIGH SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0619779
IRS990/NetAssetsOrFundBalancesEOYAmt0606487
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0266
IRS990/OfficeExpensesGrp/TotalAmt0266
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1150
IRS990/OtherExpensesGrp/TotalAmt07500
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0230333
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0254128
IRS990/PYInvestmentIncomeAmt02543
IRS990/PYOtherExpensesAmt013805
IRS990/PYRevenuesLessExpensesAmt0-35057
IRS990/PYTotalExpensesAmt0267933
IRS990/PYTotalRevenueAmt0232876
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-13292
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0619779
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0606487
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SOUTH BALDWIN EDUCATION FOUNDATION HAS RECEIVED IN EXCESS OF 10% FROM THE PUBLIC PER SCHEDULE A PUBLIC SUPPORT TEST FOR THE LAST 6 YEARS AND PRIOR. THE FOUNDATION RECEIVES ITS SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS AND CONTINUOUSLY RECEIVES NEW SUPPORT FROM THE PUBLIC. INITIAL YEAR CONTRIBUTIONS WERE NOT RECEIVED FROM LARGE CONTRIBUTORS, SINGLE FAMILIES, OR PERSON RELATED TO THE ORGANIZATION. ALL YEARS PRIOR TO SNOOK FOUNDATION AND SOUTH BALDWIN REGIONAL MEDICAL CENTER FOUNDATION CONTRIBUTIONS MET THE 1/3 TEST. THE FOUNDATION HAS A GOVERNING BODY CONSISTING OF INDIVIDUALS THAT REPRESENT THE COMMUNITY IN WHICH IT OPERATES. THE PROGRAMS OF THE FOUNDATION ARE PROMOTED TO THE SOUTH BALDWIN COUNTY HIGH SCHOOL STUDENTS VIA SCHOOL TEACHERS AND GUIDANCE COUNSELORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0284165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0230333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0254072
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0253136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0476921
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01498627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02543
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01561
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010851
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30440
IRS990ScheduleA/PublicSupportPY170Pct00.28050
IRS990ScheduleA/PublicSupportTotal170Amt0459482
IRS990ScheduleA/SubstantialContributorsTotAmt01039145
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0284165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0230333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0254072
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0253136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0476921
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01498627
IRS990ScheduleA/TotalSupportAmt01509478
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0291517
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0APPROX 166 SCHOLARSHIPS PROVIDED TO STUDENTS AT 22 SCHOOLS IN THE US
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP AWARD CHECKS ARE ISSUED DIRECTLY TO THE COLLEGE OR UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTION COMMITTEE IS APPOINTED BY THE DIRECTORS OF THE FOUNDATION. THE RIGHT CONFERRED ON COMMITTEE MEMBERS IS THE RIGHT TO ELECT DIRECTORS OF THE FOUNDATION. AN ELECTION COMMITTEE IS APPOINTED BY THE DIRECTORS OF THE FOUNDATION. THE RIGHT CONFERRED ON COMMITTEE MEMBERS IS THE RIGHT TO ELECT DIRECTORS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND TREASURER REVIEW FORM 990 PRIOR TO FILING. THE 990 IS PRESENTED TO THE ENTIRE BOARD AT THE ANNUAL BOARD MEETING EACH SEPTEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS PROVIDED TO ALL OFFICERS AND DIRECTORS AT ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON THE REQUEST OF THE STAFF. THE ORGANIZATION DOES NOT HAVE FINANCIAL STATEMENTS OTHER THAN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0619779
IRS990/TotalAssetsEOYAmt0606487
IRS990/TotalAssetsGrp/BOYAmt0619779
IRS990/TotalAssetsGrp/EOYAmt0606487
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284165
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07916
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0291517
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299433
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0619779
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0606487
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0291517
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01976
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0286141
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0619779
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0606487
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.SBEF.NET
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY BURKLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02519426695
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BALDWIN EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0630983840
ReturnHeader/Filer/USAddress/AddressLine1Txt08343 BAY VIEW DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036535
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E6AC39D0654A961EA95ACEAF5782AB7560355972
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E6AC39D0654A961EA95ACEAF5782AB7560355972
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId06309552020211hizedzg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.85.241.214
ReturnHeader/FilingSecurityInformation/IPDt02020-07-29
ReturnHeader/FilingSecurityInformation/IPTm009:23:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814800140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILES UNDERWOOD AND WILSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 STATE HWY 59 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summerdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036580
ReturnHeader/PreparerPersonGrp/PhoneNum02519896412
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATELYN THIGPEN CPA
ReturnHeader/ReturnTs02020-07-27T22:15:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$606,487
Liabilities
$0
Net assets
$606,487
Revenue
$286,141
Expenses
$299,433
Net income
-$13,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$2.24$4.11$1.87
2023Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$2.07$3.27$1.20
2022Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$3.03$3.20$0.18
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$2.97$0.59$2.38
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$2.46$4.69$2.22
2019Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$2.86$2.99$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$2.33$2.68$0.35
2017Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$2.56$2.91$0.35
2016Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$2.56$0.17$2.39
2015Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$4.79$5.08$0.29
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$2.33$1.68$0.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.00$4.15$0.82$2.97$2.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.30$0.00$6.30$2.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$0.00$6.36$3.25